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Diversified Trust’s HEICO Class A HEI.A Stock Holding History

Diversified Trust’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,038
Closed -$364K – 868
2022
Q4 		$364K Buy
+3,038
New +$364K 0.02% 512